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Industry Analysis

Who pays for AI data centre power? PPAs, tariffs and capacity prices

How AI data centres pay for electricity: PPAs, large-load tariffs, capacity auction costs and flexibility deals, with sourced figures and dates.

Oct 19, 202615 min read
Industry Analysis

Nuclear power for AI data centres: restarts, uprates, new reactors

Which nuclear deals back AI data centres, what a restart or uprate is, which plants are on track and which dates have slipped, with sourced figures.

Oct 19, 202615 min read
Industry Analysis

How much electricity will AI data centres need? Forecasts compared

What the IEA, Berkeley Lab, PJM, ERCOT and the EIA say about AI data centre electricity demand, where the forecasts disagree, and why queues inflate them.

Oct 19, 202614 min read
Industry Analysis

AI capex scoreboard 2026: Amazon, Microsoft, Alphabet, Meta, Oracle

How much Amazon, Microsoft, Alphabet, Meta and Oracle are spending on AI infrastructure in 2026, what the numbers include, and which figures disagree.

Oct 19, 202615 min read
Industry Analysis

Google and Meta AI strategy in 2026: own chips, own models, closed or open

How Google and Meta are spending on AI in 2026: Google's chips, Gemini and cloud sales, and Meta's move from open Llama to a closed Muse Spark.

Oct 19, 202614 min read
Industry Analysis

Cloud AI revenue and backlog in 2026: AWS, Azure, Google Cloud and Oracle

AWS, Azure, Google Cloud and Oracle report revenue growth and a combined backlog above $2 trillion. What backlog means, who is in it, and what to check.

Oct 19, 202614 min read
Industry Analysis

LLM throughput metrics: tokens per second, prefill, decode, batching

Tokens per second can mean per user or per server. Learn TTFT, inter-token latency, prefill versus decode and batching, and how each sets your GPU cost.

Oct 19, 202614 min read
Industry Analysis

GPU utilization explained: allocation, kernel, MFU and the 60% figure

GPU utilization means three different things. Learn allocation, kernel and MFU, why 60 percent or lower is common, and what each costs you per hour.

Oct 19, 202615 min read
Industry Analysis

GPU rental prices in 2026: H100, H200 and B200 per hour

What renting an H100, H200 or B200 costs per GPU hour in October 2026, how list, spot and committed prices differ, and what moves them. Dated sources.

Oct 19, 202616 min read

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